DEFIANT FINANCIAL SERVICES LLC

DEFIANT FINANCIAL SERVICES LLC of WESTLAKE, OH is an SEC-registered investment adviser (CRD 314403). Regulatory assets under management: $83.2M.

Registration

• CRD: 314403
• Type: Registered investment adviser
• Location: 30400 DETROIT ROAD, WESTLAKE, OH, 44145
• Phone: 440-385-0208
• Latest filing: 2026-05-29
• Regulatory AUM: $83.2M
• Discretionary AUM: $83.2M
• Clients: 1
• Accounts: 384

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314403 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search